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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,889 | $165,399+2.7% | $149,745+13.5% | $158,982+6.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.08% | 348.34%-343.3pp | 276.72%-271.6pp | 302.99%-297.9pp |
| Employer contribution / active EE | $5,066 | $5,105-0.8% | $4,646+9.0% | $4,763+6.4% |
| Participant deferral / active EE | $9,533 | $7,183+32.7% | $6,843+39.3% | $5,983+59.3% |
| Admin fee / account holder | $48,592 | $10,811+349.5% | $9,312+421.8% | $11,252+331.9% |